Mitchell Chailland signed Canal HR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Canal HR, Inc.'s EIN is 46-1197378.
Download the official 2024 Form 5500 (PDF) for Canal HR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Canal HR, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMADA ADVISORS, INC. | 26-4640626 | PENSACOLA, FL | ADVISOR | $50K | — |
| CANAL HR, INC. | 46-1197378 | METAIRIE, LA | CONSULTANT | $19K | — |
| LYNETTE LAVIE BURAS & ASSOC., LLC | 58-2678386 | NEW ORLEANS, LA | CONSULTANT | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Doubleline Shiller Enhanced CAPE Class N | Other securities | — | — | $6.2M | 13.5% | |
| Janus Balanced Fund Class T | Mutual Funds | — | — | $5.6M | 12.2% | |
| OFSL First Eagle Global A | Other securities | — | — | $4.3M | 9.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $3.9M | 8.6% | |
| Fidelity Self-directed brokerage account | Self-Directed Brokerage | — | — | $3.6M | 7.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 5.4% | |
| JP Morgan US Large Cap Core Plus Fund | Other securities | — | — | $2.1M | 4.6% | |
| Fidelity Freedom 2035 K | Mutual Funds | — | — | $1.8M | 4.0% | |
| Fidelity Freedom 2040 K | Mutual Funds | — | — | $1.7M | 3.8% | |
| Fidelity Freedom 2045 K | Mutual Funds | — | — | $1.7M | 3.6% | |
| Fidelity International Capital Appreciation | Mutual Funds | — | — | $1.6M | 3.5% | |
| Fidelity Freedom 2030 K | Mutual Funds | — | — | $1.5M | 3.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.4M | 3.2% | |
| Fidelity Capital & Income | Mutual Funds | — | — | $1.4M | 3.1% | |
| Fidelity Freedom 2050 K | Mutual Funds | — | — | $878K | 1.9% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $852K | 1.9% | |
| Fidelity Freedom 2025 K | Mutual Funds | — | — | $849K | 1.8% | |
| Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $814K | 1.8% | |
| Participant loans Notes receivable from participants, maturing 2025 through 2034, interest rates of 4.25% - 9.50% | Bonds / Notes | — | — | $530K | 1.2% | |
| Fidelity Freedom 2055 K | Mutual Funds | — | — | $405K | 0.9% | |
| Fidelity Freedom 2020 K | Mutual Funds | — | — | $397K | 0.9% | |
| Fidelity Freedom 2060 K | Mutual Funds | — | — | $275K | 0.6% | |
| T Rowe Price Value Fund | Mutual Funds | — | — | $221K | 0.5% | |
| AMG Yacktman I | Other securities | — | — | $193K | 0.4% | |
| BlackRock Mid Capital Growth | Other securities | — | — | $188K | 0.4% | |
| Doubleline Shiller Enhanced International CAPE Class N | Other securities | — | — | $183K | 0.4% | |
| MANAGED INCOME PORTFOLIO - CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3275867 / PN 001 | Common Collective Trust | — | — | $117K | 0.3% | |
| Vanguard Global Minimum Volume Adm | Mutual Funds | — | — | $101K | 0.2% | |
| Fidelity Freedom 2065 K | Mutual Funds | — | — | $90K | 0.2% | |
| Vanguard Global Capital Cycles Fund | Mutual Funds | — | — | $75K | 0.2% | |
| Segall Bryant & Hamill Plus Bond Income Fund | Other securities | — | — | $43K | <0.1% | |
| Doubleline Total Return Bond I | Other securities | — | — | $42K | <0.1% | |
| Fidelity Real Estate Income | Mutual Funds | — | — | $25K | <0.1% | |
| PIMCO Investment Grade Corp BD Admin | Mutual Funds | — | — | $24K | <0.1% | |
| Fidelity Freedom 2015 K | Mutual Funds | — | — | $17K | <0.1% | |
| Fidelity Select Materials | Mutual Funds | — | — | $17K | <0.1% | |
| MFS Emerging Markets Debt A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| SALTMARSH, CLEVELAND & GUND | 59-2922169 | PENSACOLA, LA | AUDITOR | $18K | — |
